Cheryl is a principal of the firm and is the lead service advisor for our 401(k) client base. She is responsible for plan investment reviews, employee educational meetings and one-on-one investment consultations.

Cheryl has 20 years of investment experience in the retirement plan industry. She holds the FINRA Series 6 Investment Company Products/Variable Contracts Limited Representative, NASAA Series 63 Uniform Securities Agent State Law, NASAA Series 65 Uniform Investment Adviser Law (held at LPL Financial) and Wisconsin Life Insurance license and is a member of Wisconsin Retirement Plan Professionals Ltd. Prior to joining Spectrum Investment Advisors, she was a Vice President & Relationship Manager at US Bank for 12 years.